RP Prism User Guide - Chapter 16. Inventory
16.10 Decimal Quantity, Case Quantity Items

16.10.1 Decimal Quantity Items
Decimal quantity items are items that can be sold as a unit or as a fractional part of the whole. This feature is especially useful for items that are sold by weight (e.g. foodstuffs) or by length (e.g. fabric).
When a user lists a decimal-quantity item on a document, by default a prompt is displayed so the user can enter the desired decimal quantity for the document.

The number of item quantity decimals available is determined by the lower of the following values:

• Inventory > Item Details > Quantity Decimals: [0 to 3, default=0]
• Node Preferences > Language & Locale > No of Decimals - Number [0 to 4]

Examples

You can control the display of the prompt via the "Prompt for decimal qty items" preference in Admin Console > Node Preferences > Transactions >General.
Sample quantity decimal prompt showing text box where user can modify the quantity and then click Add Item:

You can also modify the decimal quantity by going into Item Details and editing the Doc Quantity.

Department Records - Use Qty Decimals
In department records, there is a "Use Quantity Decimals" setting that enables users to indicate how many quantity decimals (zero to three) are used when tracking and selling the item. This can be used when selling bulk items by weight, for example. New items assigned to a department inherit the department's "Use Quantity Decimals" setting. Changing the "Use Qty Decimals" setting on a department record has no effect on existing items (newly created items only).
Sample department record showing Use Qty Decimals setting:

About Decimal Quantity Items and Serial/Lot Numbers
Once a Serial/Lot Type (full control or partial control) is selected, the Quantity Decimals flag cannot be edited.  
Once an item has been made a decimal qty item (Quantity Decimals flag selected), the Serial/Lot Type cannot be changed.

About Decimal Quantity Items and Packages/Kits
In Prism 2.5 and later, a decimal quantity item can be a component item for a package or kit. 

About Decimal Quantity Items and Promotion Validation Rules
Promotion validation rules have a "Item Qty" setting that enables user to specify whether a promotion should be validated against a "Single Item" or "All Items." "Single Item" is a single QTY 1 for the validated item.  In this case, decimal items below QTY 1, cannot be validated as a Single Item.

 16.10.2 Case Quantity Items

• Define the number of units per case for items
• Restrict purchase orders to ordering by cases
• Options for rounding case quantities up or down
• Selling items by case quantity at POS

16.10.2.1 Define Number of Units per Case for Inventory Items
For items that are ordered and/or sold by the case, you can define the number of units per case in inventory and then display/enter the item's case quantities as well as unit quantities in inventory and on all documents (except memos). To display case quantities, you will need to enter the number of units per case. The OH Qty is divided by the Units/Case value to determine the item's Case Quantity.
Note: In Prism Node Preferences > Purchasing > Purchase Orders, you can set an option to restrict orders of case quantity items to whole cases (Order by cases only).
To record case quantities in inventory:

1. Display the item in edit mode.
2. Enter the number of units per case for each by-the-case item in the Units/Case field.
3. Enter the item's total quantity in the Store OH Qty field. The system will divide the Store OH Qty by the Units/Case value to come up with the case quantity in the Case Qty field.

Sample item record showing Units/Case and Case Quantity fields:

The Units/Case that you enter will be displayed in the Item Details when the item is listed on a document. Note that you cannot edit the Units/Case value on a document. The Units/Case can only be modified in the inventory record.

16.10.2.2 Restrict Purchase Orders to Ordering by Cases
In Admin Console > Node Preferences > Purchasing > Purchase Orders, select Order by Cases Only to restrict quantities ordered on POs to whole cases for items defined in inventory as "by-the-case" items. 

16.10.2.3 Case Rounding Method
In Admin Console > Node Preferences > Purchasing > Purchase Orders, the "Case Rounding Method" preference determines how quantities should be rounded to equal a full case. Select Up, Down, or Normal (rounds to the nearest whole number).
Example: An item comes in five units per case. You want to restock the item to its Min level, which is 25, and there are currently 9 items in stock. This means 16 items are needed to bring the item to its Min level. Auto PO will round up to the nearest whole case and order 4 cases (20 items). When Auto PO reorders "by-the-case" merchandise, it should always round down to the nearest whole case. Using the same example above, Auto PO would round down and order 3 cases (15 items). When Auto PO reorders "by-the-case" merchandise, it should round up or down to the nearest whole case. Using the same example above, Auto PO would round down and order 3 cases (15 items). If 19 items were needed to reach the Min level, Auto PO would round up and order 4 cases (20 items).

Sample Admin Console > Node Preferences > Purchasing > Purchase Orders with "Restrict Purchase Orders to Ordering by Cases" and "Case Rounding Method" settings:

16.10.2.4 Selling Case Quantity Items
Prism supports entry of case quantities (Doc Case Qty) for items on POS transactions.
Add Doc Case Qty to Inventory Search Grid Formats
To search for case quantity items at POS, add the "Doc Case Qty" column to Inventory search grids. Navigate to Admin Console > Node Preferences > Grid Formats and select Inventory Search (Document) from the dropdown. In the "Show Columns" area, move the "Doc Case Qty" column from the Available to the Selected list. Save the changes.
Sample Node Preferences > Grid Formats showing Doc Case Qty column moved to the Selected (and Default Visible) lists.
Sample grid formats showing Doc Case Qty column in the Selected and Default Visible lists:

Once the Doc Case Qty column has been added to the Inventory Search grid, when searching for items at POS, users can enter a Doc Case Qty (or Doc Qty) for the item.
Enter Doc Case Qty in Item Details
Users can also edit the Doc Case Qty in Item Details (for example after adding case quantity items by scanning). Select the case quantity item in the item list and click Details. On the Item Details tab are Doc Quantity, Doc Case Qty and Units/Case (read-only) fields. Editing Doc Qty updates the Doc Case Qty. Likewise, editing the Doc Case Qty updates the Doc Qty.
Sample Doc Case Qty in Item Details:

Add Minimum Order Qty, Units/Case to Inventory Lookup
You can add Min Order Qty and Units/Case to the Inventory Lookup and Inventory Search (Document) grids. Adding these fields to the grids is especially useful when selecting items for a purchase order. Previously, users had to go into Item Details > Purchasing tab to see these fields. This speeds up the reorder process.
1.    Navigate to Administration Console > Node Preferences > Grid Formats (Legacy).
2.    Select Inventory Lookup or Inventory Search (Document) from the dropdown.
3.    In the Allow Search By and Show Columns areas, move Min Order Qty and Units/Case from the Available to the Selected list. Reposition as needed.
4.    Save the changes.